Avalon Advisory Group Vanguard Growth ETF Transaction History

Avalon Advisory Group

$221 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	BUY	$269.56 - $293.5 $335,871 - $365,701	1,246 New	1,246 $339,000

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.35 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.58 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.34 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.26 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Advisory Group with notifications on news.